Wealthfront’s S&P Global SPGI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | $1.52M | Sell |
7,779
-539
| -6% | -$105K | 0.01% | 178 |
|
|
2018
Q2 | $1.7M | Sell |
8,318
-210
| -2% | -$42.8K | 0.02% | 148 |
|
|
2018
Q1 | $1.63M | Buy |
8,528
+1,092
| +15% | +$209K | 0.02% | 160 |
|
|
2017
Q4 | $1.26M | Buy |
7,436
+307
| +4% | +$52K | 0.01% | 188 |
|
|
2017
Q3 | $1.11M | Buy |
7,129
+334
| +5% | +$52.2K | 0.01% | 175 |
|
|
2017
Q2 | $992K | Buy |
6,795
+822
| +14% | +$120K | 0.01% | 154 |
|
|
2017
Q1 | $781K | Buy |
5,973
+406
| +7% | +$53.1K | 0.01% | 156 |
|
|
2016
Q4 | $599K | Sell |
5,567
-490
| -8% | -$52.7K | 0.01% | 165 |
|
|
2016
Q3 | $767K | Buy |
6,057
+306
| +5% | +$38.7K | 0.02% | 135 |
|
|
2016
Q2 | $617K | Buy |
+5,751
| New | +$617K | 0.02% | 142 |
|